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How do you make a template form in Excel?

Open the “File” menu, and then click the “Save As” option. In the file type dropdown (just underneath the file name text box), select the “Excel template (.xltx)” option. By default, Excel likes to save templates in Documents\Custom Office Templates, but you can save them wherever it makes sense to you.

How do you create a form in Microsoft Excel?

How to Create Forms Using Excel. Create a new, blank workbook. Click the Data tab on the ribbon. Right-click the empty space on the right side of the ribbon and click Customize the Ribbon. Select Data in the right side box and click New Group. Select the new group and click Rename. Select a symbol and name for the custom group,...


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